-0.4%
CLSK vs KHC
-14.0%
+13.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.6% |
| 7D | +1.7% | -2.5% | +4.3% | +1.9% |
| 30D | +11.1% | +0.5% | +10.6% | +10.9% |
| 3M | -14.1% | +3.0% | -17.1% | -15.3% |
| 6M | +32.9% | +6.6% | +26.3% | +30.1% |
| YTD | +26.5% | +5.8% | +20.7% | +23.9% |
| 1Y | +27.6% | -2.2% | +29.8% | +26.9% |
| 3Y | +190.9% | -12.5% | +203.5% | +190.2% |
| 5Y | -0.4% | -13.6% | +13.2% | +7.4% |
| All | -0.4% | -14.0% | +13.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling